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Waters Parkerson & Co’s Evergy EVRG Stock Holding History

Waters Parkerson & Co’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,835
Closed -$200K – 182
2023
Q4 		$200K Buy
+3,835
New +$193K 0.01% 176
2023
Q3 		– Sell
-3,835
Closed -$224K – 181
2023
Q2 		$224K Hold
3,835
– – 0.01% 167
2023
Q1 		$234K Hold
3,835
– – 0.01% 162
2022
Q4 		$241K Hold
3,835
– – 0.01% 157
2022
Q3 		$228K Hold
3,835
– – 0.02% 157
2022
Q2 		$250K Hold
3,835
– – 0.02% 154
2022
Q1 		$262K Hold
3,835
– – 0.01% 157
2021
Q4 		$263K Hold
3,835
– – 0.01% 157
2021
Q3 		$239K Buy
+3,835
New +$251K 0.01% 162

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Waters Parkerson & Co's EVRG Position: Q1 2024 in Review

Waters Parkerson & Co sold out of Evergy (EVRG) in Q1 2024, closing a stake of 3,835 shares — an estimated $200K sold.

Waters Parkerson & Co first reported a position in EVRG in Q3 2021 and held it in 9 quarters. The position peaked at $263K in Q4 2021. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Waters Parkerson & Co reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Waters Parkerson & Co sold 3,835 Evergy shares in Q1 2024, an estimated $200K.
  • Waters Parkerson & Co first reported a position in Evergy in Q3 2021 and held it in 9 quarters.
  • Waters Parkerson & Co's Evergy position peaked at $263K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Waters Parkerson & Co's 13F filing for Q1 2024, filed 14 May 2024.